17 names are moving together; 47% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ACMR | ACM Research, Inc. | Technology | -8.6% | Group member |
| ACLS | Axcelis Technologies, Inc. | Technology | -4.6% | 1/5 observed active sessions |
| VSH | Vishay Intertechnology, Inc. | Technology | -6.1% | Most structurally connected |
| CGNX | Cognex Corporation | Technology | -4.3% | Group member |
| COHU | Cohu, Inc. | Technology | -6.0% | 1/5 observed active sessions |
| CAMT | Camtek Ltd. | Technology | -5.2% | 1/5 observed active sessions |
| FLEX | Flex Ltd. | Technology | -4.6% | Group member |
| ENPH | Enphase Energy, Inc. | Technology | -3.9% | Group member |
| VPG | Vishay Precision Group, Inc. | Technology | -6.1% | Group member |
| VECO | Veeco Instruments Inc. | Technology | -2.8% | Group member |
| KN | Knowles Corporation | Technology | -3.3% | 2/5 observed active sessions |
| NVMI | Nova Ltd. | Technology | -5.2% | Group member |
| POWI | Power Integrations, Inc. | Technology | -3.8% | Group member |
| KLIC | Kulicke and Soffa Industries, I | Technology | -6.3% | Group member |
| ALNT | Allient Inc. | Technology | -3.7% | Group member |
| ASYS | Amtech Systems, Inc. | Technology | -2.8% | Group member |
| AOSL | Alpha and Omega Semiconductor L | Technology | -7.7% | Group member |
Cohort
17 namesParticipation
47% this sessionObserved history
15 daily buildsFiling coverage
15/17 memberscredit / rates affecting interest expense
“The changes versus the prior fiscal quarter and the prior year periods are due to changes in the average outstanding balances on our revolving credit facility and interest expense on the convertible senior notes due 2025 that matured in June 2025.”
VSH 10-Q
restructuring affecting expense
“We have not incurred any material plant closure or employee termination costs related to any of the businesses acquired since 2011, but we expect to have some level of future restructuring expenses due to acquisitions.”
VSH 10-K
demand / volume
“Our revenues are dependent on end markets that are impacted by consumer and industrial demand, and our operating results can be adversely affected by reduced demand in those global markets.”
VSH 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
AOSLtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
ASYStext peer · Not moving with the group now
No filing excerpt is available for this relationship.
ACMRtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
FLEXsupplier · Not moving with the group now
Filing receipt · NXT / FLEX
“The Tax Matters Agreement entered into by us, Yuma and Flex immediately prior to the Spin Distribution, which governs the rights, responsibilities and obligations of suc…”
FLEX · supplier
ACMRtext peer · Not moving with the group now
No filing excerpt is available for this relationship.